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  2. CHOCTAW GLOBAL, LLC
Sponsor portfolioTH

CHOCTAW GLOBAL, LLC

EIN 82-2045993-government administration-Latest filing 2025
Plans
3
Retirement
2
$18.0M assets
Welfare
1
$1.8M premiums
Participants
789
3306 CHOCTAW ROAD - DURANT, OK 74701580-200-0927choctawglobal.comLinkedIn11-50 employeesgovernment administration
Plans on this EIN
3 filings
#002401k-$9.2M - 224 part#001401k-$8.7M - 153 part#501Fully Insured-$1.8M - 412 lives

Retirement portfolio analytics

2 plans aggregated / $18.0M assets / 377 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CONTRACTING RETIREMENT PLAN (#002)51%
  • LLC RETIREMENT PLAN (#001)49%
Total $18.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRACTING RETIREMENT PLAN (#002)224
  • LLC RETIREMENT PLAN (#001)153
Total 377Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Other$257K
  • Vision$254K
  • Life$254K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • DEARBORN LIFE INSURANCE COMPANY14%
  • NEW DIRECTIONS BEHAVIORAL HEALTH0%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $81K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHOCTAW GLOBAL LLC CONTRACTING RETIREMENT PLAN

401k

Assets$9.2M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHOCTAW GLOBAL LLC RETIREMENT PLAN

401k

Assets$8.7M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHOCTAW HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.8M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHOCTAW GLOBAL LLC CONTRACTING RETIREMENT PLAN401k$9.2M2242024
001CHOCTAW GLOBAL LLC RETIREMENT PLAN401k$8.7M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHOCTAW HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.8M4122025
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